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JPMorgan US Quality Factor ETF

375 hedge funds and large institutions have $3.91B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

16% more funds holding

Funds holding: 322375 (+53)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81.2M)

0.22% less ownership

Funds ownership: 75.13%74.92% (-0.22%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
375
Holders Change
+53
Holders Change %
+16.46%
% of All Funds
4.94%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.53%
New
80
Increased
131
Reduced
128
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
151
Centerpoint Advisory Group
Kansas
$2.33M +$2.36M +40,703 New
LSA
152
L & S Advisors
California
$2.32M +$24.6K +424 +1%
PWG
153
Portside Wealth Group
Utah
$2.32M -$1.32M -22,769 -36%
WIA
154
Wealthedge Investment Advisors
New York
$2.29M +$2.32M +40,002 New
SFA
155
Sequoia Financial Advisors
Ohio
$2.28M -$28.9K -498 -1%
AIC
156
Ayalon Insurance Company
Israel
$2.28M
GWM
157
Gibbs Wealth Management
Georgia
$2.26M -$615K -10,604 -21%
RPGK
158
Retirement Planning Group (Kansas)
Kansas
$2.22M -$32.7K -565 -1%
IB
159
Intrust Bank
Kansas
$2.21M -$111K -1,923 -5%
GRP
160
Global Retirement Partners
California
$2.2M -$361K -6,224 -14%
VNA
161
Valley National Advisers
Pennsylvania
$2.19M +$76.5K +1,320 +4%
SPIA
162
Steward Partners Investment Advisory
New York
$2.16M +$540K +9,321 +33%
IFG
163
Independent Financial Group
California
$2.14M +$1.05M +18,075 +94%
FPAS
164
Focus Partners Advisor Solutions
Missouri
$2.04M +$2.06M +35,599 New
CPL
165
CAP Partners LLC
Tennessee
$2.01M +$45.4K +783 +2%
BCI
166
Brinker Capital Investments
Pennsylvania
$1.97M +$374K +6,459 +23%
OPS
167
Orion Portfolio Solutions
Nebraska
$1.97M +$374K +6,459 +23%
FFWM
168
Future Financial Wealth Management
Ohio
$1.96M +$74.2K +1,281 +4%
PGAM
169
Princeton Global Asset Management
New Jersey
$1.95M +$123K +2,123 +7%
CWS
170
Confluence Wealth Services
Pennsylvania
$1.89M -$118K -2,031 -6%
JSL
171
JT Stratford LLC
Georgia
$1.86M +$345K +5,960 +23%
ASN
172
Advisory Services Network
Georgia
$1.84M +$265K +4,567 +17%
ACM
173
Andina Capital Management
Utah
$1.8M +$637K +10,984 +54%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$1.78M -$415K -7,155 -19%
IWC
175
Integrated Wealth Concepts
Massachusetts
$1.77M +$445K +7,686 +33%

JQUA Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2024, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JQUA positions and 23 closed out — a net gain of 57 holders — while 131 added to existing stakes and 128 trimmed.

The largest buyer was Savant Capital, adding an estimated $64M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 375 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.91B of JPMorgan US Quality Factor ETF stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 80 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2024 was Savant Capital, an estimated $64M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2024.